RIL
HODL icon

Rothschild Investment LLC’s VanEck Bitcoin Trust HODL Stock Holding History

Rothschild Investment LLC’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$287K Sell
15,000
-7,000
-32% -$151K 0.02% 559
2025
Q4 		$544K Buy
22,000
+5,000
+29% +$142K 0.03% 343
2025
Q3 		$550K Sell
17,000
-3,000
-15% -$97.2K 0.03% 325
2025
Q2 		$609K Buy
20,000
+6,000
+43% +$167K 0.04% 296
2025
Q1 		$326K Hold
14,000
– – 0.02% 404
2024
Q4 		$370K Buy
14,000
+2,000
+17% +$46.9K 0.02% 393
2024
Q3 		$215K Hold
12,000
– – 0.01% 497
2024
Q2 		$204K Hold
12,000
– – 0.01% 497
2024
Q1 		$241K Buy
+12,000
New +$186K 0.02% 436

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return